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The Stock Market Looks Great, and That's the Problem
It looks like we are back to this overall view that the markets are healthy, when really it is all dependent on Nvidia and the AI trade.
Michael Kramer is the founder of Mott Capital, a long-only investor who focuses on macro themes, using a wide array of tools to understand what drives the market on a daily basis. He analyzes economic conditions and their potential impacts across multiple asset classes, including stocks, bonds, FX, and commodities, to better identify entry and exit points for his long-term thematic growth strategy. Additionally, he shares his research through published work and a subscription service. He is a former buy-side trader, analyst, and portfolio manager with 30 years of experience tracking market technicals, fundamentals, and options.